Pattern Financial Group

Pattern Financial Group Helping folks just like you get financially organized, protected, and in pursuit of possibility. PAS is a wholly owned subsidiary of Guardian.

Opes One is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 15303 NORTH DALLAS PARKWAY TOWER II SUITE 550 ADDISON, TX 75001, 214-346-0985. Opes One is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do n

ot provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. The Living Balance Sheet® (LBS) and the LBS Logo are service marks of Guardian. © Copyright 2005-2020
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A homewarranty may make sense, but you need to set proper expectations.
07/28/2025

A homewarranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

The end of the year is a great time to ensure your financial strategy is in order, so you can enter the new year with co...
07/25/2025

The end of the year is a great time to ensure your financial strategy is in order, so you can enter the new year with confidence.

Year-end is a great time to ensure your financial strategy is in order, so you can enter the new year with confidence.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
07/23/2025

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
07/21/2025

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

If you had guaranteed income, how would you spend your days? An annuity offers the opportunity to find out, and it is a ...
07/18/2025

If you had guaranteed income, how would you spend your days? An annuity offers the opportunity to find out, and it is a flexible tool to establish future income.

If you had guaranteed income, how would you spend your days? An annuity offers the opportunity to find out.

Spend any time here on social media and you’ve probably seen posts on “cash stuffing.” This short article explains the p...
07/16/2025

Spend any time here on social media and you’ve probably seen posts on “cash stuffing.” This short article explains the phenomenon. Don’t want to deal with envelopes of cash? We have lots of ways to help you save. Cash stuffing: Saving goes old school

Using old school savings method of saving cash in envelopes, called Cash Stuffing

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
07/14/2025

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Do you know how to make a social impact with your investments? Read more now.
07/11/2025

Do you know how to make a social impact with your investments? Read more now.

Learn about the rise of Impact Investing and how it may benefit you.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
07/09/2025

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, wit...
07/08/2025

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, with Korea and Japan excelling. European markets had mixed outcomes, with Germany and Spain leading. Economic signals were mixed: GDP contracted, job growth slowed, but durable goods orders surged while inflation trended lower.

What are you the best at being or becoming? Does your career or your personal financial position allow you to pursue what may be possible in life or settle for what you believe to be probable?  Since 1947, we’ve been helping to enable others, either personally or professionally, to discover a pa...

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
07/07/2025

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes. Even thoug...
07/04/2025

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes. Even though your income is likely to decline.

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes.

Address

8265 FM 1488
Magnolia, TX
77354

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19362878047

Website

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